Automated Roofing Deposit and Progress Billing Reminders
Every morning, WebRun opens AccuLynx to find jobs with a deposit or progress payment milestone due, cross-checks QuickBooks to confirm which are still unpaid, drafts a billing reminder in Gmail for each homeowner, and posts your office team a Slack digest of outstanding payments.
How do I automatically remind roofing customers about deposit and progress payments?
WebRun opens AccuLynx every morning to find deposit and progress billing milestones that are due or overdue, cross-checks QuickBooks to confirm which remain unpaid, and drafts a personalized payment reminder in Gmail for each homeowner. Your office team reviews and sends, then gets a Slack digest of every outstanding payment sorted by urgency.
- Every due deposit and progress payment gets a reminder draft within 24 hours
- Office teams open Slack to a ranked payment-due list each morning
- Paid invoices are automatically removed from the follow-up queue via QuickBooks
Built for roofing contractors · roofing office managers · residential roofers · storm restoration companies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.acculynx.comin a real browser with your saved login - no setup, no API keys. -
1
AccuLynx - find payment milestones due
acculynx.com
WebRun opens AccuLynx to find payment milestones due. - Open AccuLynx and review active jobs for deposit or progress billing milestones
- Identify milestones that are due today or overdue
- Capture the homeowner name, email, job address, amount due, and milestone stage
Done when Every due or overdue payment milestone is listed with homeowner and amount details.
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2
QuickBooks - confirm which are unpaid
- Open QuickBooks and check the invoice status for each milestone
- Confirm which invoices remain unpaid or have no invoice yet issued
- Remove any milestones already paid from the action list
Done when Only genuinely unpaid milestones remain in the follow-up queue.
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3
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite payment reminder for each homeowner with the amount and milestone name
- Include payment options and instructions in the draft
- Leave each email as a draft in Gmail for your office team to review before sending
Done when A ready-to-send payment reminder draft exists in Gmail for each unpaid milestone.
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4
Slack - report outstanding payments
slack.com
WebRun opens Slack to report outstanding payments. - Post a payment-due digest to the office Slack channel
- Sort by days overdue so the most urgent payments appear first
- Include the homeowner name, job, amount, and whether a Gmail draft is ready
Done when The office team has today's outstanding payment list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send billing reminders to homeowners automatically?
No. WebRun drafts every reminder in Gmail and leaves it unsent for your office team to review. No payment request goes to a homeowner without a human approving it first.
How does it know if a milestone is already paid?
It checks the live invoice status in QuickBooks each morning, so any milestone that has been paid since the last run is automatically removed from the reminder queue.
Can it handle both deposits and mid-job progress payments?
Yes. WebRun reads all billing milestone stages in AccuLynx, whether deposit, progress, or completion, and queues reminders for any milestone that is due or overdue and unpaid in QuickBooks.
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